+163.0%
LITE vs VOO
+12.1%
+150.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -3.3% |
| 7D | +10.8% | +2.6% | +8.2% | +3.1% |
| 30D | -33.4% | -2.0% | -31.5% | -27.0% |
| 3M | -32.2% | -2.8% | -29.5% | -23.7% |
| 6M | -42.1% | +2.2% | -44.3% | -42.3% |
| YTD | +61.9% | +11.5% | +50.3% | +25.2% |
| 1Y | +163.0% | +13.5% | +149.5% | +86.7% |
| All | +163.0% | +12.1% | +150.9% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling